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Anne Lester

Anne Lester

i

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently.

More information on how Ratings are calculated

Citywire Rating: + rated

not rated

2014

  • J
  • A
  • S
  • O
  • N
  • D

2015

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2016

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  • F
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  • A
  • M
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  • J
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  • O
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  • D

2017

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  • F
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  • A
  • M
  • J
  • J
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2018

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  • F
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  • M
  • J
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sector performance

Mixed Assets - Flexible Portfolio Funds

funds managed

fund total return standard deviation max drawdown
JPMorgan Income Builder Fund;I 21.1 % 5.1 -4.7 %

League Table - Rank 116/199 (3rd quartile)

rank Manager Return
114 Daniel Boncarosky 114. Daniel Boncarosky 21.1%
114 Giulio Martin 114. Giulio Martin 21.1%
116 Michael Schoenhaut 116. Michael Schoenhaut 21.1%
116 Anne Lester 116. Anne Lester 21.1%
118 Robert B. Bruce 118. Robert B. Bruce 21.0%
118 R. Jeffrey Bruce 118. R. Jeffrey Bruce 21.0%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 -1.2% -0.4%
2017 11.9% 3.1% 2.7% 2.8% 2.8%
2016 7.7% 0.7% 2.9% 3.4% 0.5%
2015 -0.7% 2.4% -1.1% -3.9% 2.0%
2014 4.0% 2.4% 4.0% -2.6% 0.2%
2013 3.7%

Are you Anne Lester?

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